Company lists · Data refreshed September 2026

Top 13 Private client accounting firms based in Durham, United States

Name: Private client accounting firms based in Durham, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 34 companies tracked

RevenueBase identified 34 company matches for private client accounting firms associated with Durham, United States as of September 2026 and tracks 133 professional contacts across them, including 41 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Durham has 34.

This list covers company matches for private client accounting firms associated with Durham, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 5, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 5, 2026 How this list was built

34Companies

133Contacts tracked

41Verified emails

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The 13 largest private client accounting firms based in Durham, United States

Ranked by team size

Top 13 of 34 company matches for private client accounting firms based in Durham, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 5, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Walker Lambe, Pllc	Exact match	Durham, NC, United StatesHQ recorded Sep 5, 2026	11-50	19 contacts →
	Exact match “Walker Lambe, PLLC provides legal counsel to families in the Durham, Raleigh, Chapel Hill, Cary and greater Triangle Area of North Carolina.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
2	Gordon Asset Management, LLC	Exact match	Durham, NC, United StatesHQ recorded Sep 5, 2026	1-10	6 contacts →
	Exact match “Gordon Asset Management, LLC is a boutique financial services firm with officed in Durham and Pinehurst NC.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
3	Kuhn Advisors, INC	Exact match	Durham, NC, United StatesHQ recorded Sep 5, 2026	1-10	5 contacts →
	Exact match “For over 33 years, Kuhn Advisors has partnered with families across the country to grow their wealth and achieve all their financial priorities so they feel secure knowing they…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
4	Tucker Bria Wealth Strategies	Exact match	Durham, NC, United StatesHQ recorded Sep 5, 2026	1-10	5 contacts →
	Exact match “Tucker Bria is a financial advisory firm structured to focus on your needs and goals alongside your estate attorney, CPA and other trusted advisors.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
5	Cardinal Retirement Planning, INC	Exact match	Durham, NC, United StatesHQ recorded Sep 5, 2026	1-10	4 contacts →
	Exact match “Cardinal Retirement Planning, Inc.(“Cardinal”) provides financial planning, consulting, and investment advisory services.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
6	DSR Legal	Exact match	Durham, United StatesHQ recorded Sep 5, 2026	1-10	4 contacts →
	Exact match “An Estate Planning firm with a focus on holistic planning to ensure all aspects of your estate are passed as you intend.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
7	Heyward CPA Pllc	Exact match	Durham, NC, United StatesHQ recorded Sep 5, 2026	1-10	4 contacts →
	Exact match “Heyward CPA PLLC, a premier CPA firm based in Durham, North Carolina, we specialize in elevating small businesses to new heights of success.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
8	Balentine & Borg, Pllc	Exact match	Durham, NC, United StatesHQ recorded Sep 5, 2026	1-10	3 contacts →
	Exact match “Certified Public Accounting Firm located in Durham, North Carolina.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
9	L.A. Wynn, PA Certified Public Accountant	Exact match	Durham, NC, United StatesHQ recorded Sep 5, 2026	1-10	3 contacts →
	Exact match “L.A.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
10	Doreen Carter CPA	Exact match	Durham, NC, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
11	Fryar Financial LLC	Exact match	Durham, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “At Fryar Financial, we help successful families define their vision, defend against hidden risks, design tax-efficient income strategies, and deliver a lasting lifestyle and…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
12	Valley Peak Financial, LLC	Exact match	Durham, NC, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “We serve households seeking sound financial advice regarding investment allocation, retirement planning, college education funding, charitable giving, and a wide range of other…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
13	Peggy James, Cpa, Pllc	Exact match	Durham, NC, United StatesHQ recorded Sep 5, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “private client accounting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 13 of 34 private client accounting firms based in Durham, United States

See the full list, filter by size, metro and specialty, and access 41 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Private client accounting firms based in Durham, United States at a glance

As of Sep 5, 2026

30.8%Verified-email coverage

3.9Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Durham, so it is reported there. Company counts and contact totals on this page are exact for Durham, over 34 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Durham, United States whose business descriptions match “private client accounting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 41 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 5, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Private client accounting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “private client accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many private client accounting firms are there based in Durham, United States?

RevenueBase identified 34 company matches for private client accounting firms associated with Durham, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Walker Lambe, Pllc tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most private client accounting firms?

New York leads the United States with 650 company records, followed by Houston (422) and Atlanta (329). Durham has 34.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 41 professional contacts with verified work emails tracked across these 34 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 5, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.